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In December 2021, we competed in the second annual Interactive Business Dashboard Competition (IBDC), a competition sponsored by the University of Waterloo’s Centre for Information Integrity and Information System Assurance (UW CISA). Our task was to develop an interactive business dashboard for a toy store retailer, TTS, where the company can monitor their own performance.

The Student Investment Fund (SIF) is where students receive hands-on training in investment management and work together to manage a portfolio of Canadian and American equities, with the guidance from faculty members and industry professionals. As we celebrate the 10^th anniversary of this student-led initiative this year, we spoke to Isaac W. (4B AFM student) who was the chief executive officer (CEO) in the Fall 2021 term, about his experience being a part of the fund during multiple study terms.

How a rainy day changed my life

Hi, I’m Alex, and I am a student in the Accounting and Financial Management (AFM) program at the University of Waterloo. In my spare time, I enjoy reading, working on financial models, and walking my 10-year-old Bichon-Shih Tzu Ozzy (who can be seen in the photo below, proudly sporting his Waterloo bandana).

As I come close to entering my final year at the University of Waterloo, I reflect and realize that there are many things I have learned not only about accounting and finance, but myself.

Hello, I’m Sarah, a second-year student in the Accounting and Financial Management (AFM) program at the University of Waterloo! First year was quite the experience due to the COVID-19 pandemic, nonetheless it was so much fun! If I could go back and give my first-year self some advice, here’s what I would say:

Hi! My name is Aline, and I am a second-year student in the Accounting and Financial Management (AFM) program.

I still remember being extremely excited but at the same time extremely nervous for my first year of university. Before classes started, I set up my account on the school’s website and found out about Waterloo Ready.

Reaching top three and learning from others along the way

Challenge your financial literacy skills this winter

Time management is crucial in achieving a work-life balance!

The key is to know what the right fit is for you